PEY icon

Invesco High Yield Equity Dividend Achievers ETF

197 hedge funds and large institutions have $421M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $452M → $421M (-$31.2M)

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$774K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
BKM Wealth Management
Wisconsin
$547K
HI
77
Harbour Investments
Wisconsin
$536K
IFWM
78
Institute for Wealth Management
Colorado
$513K
IAIM
79
International Assets Investment Management
Florida
$509K
CRC
80
Curi RMB Capital
Illinois
$499K
PWP
81
Precedent Wealth Partners
Texas
$489K
DAS
82
Dynamic Advisor Solutions
Arizona
$486K
SPIA
83
Steward Partners Investment Advisory
New York
$483K
SC
84
SouthState Corp
Florida
$449K
CT
85
Colonial Trust
South Carolina
$435K
CSB
86
City State Bank
Iowa
$427K
SFG
87
Sovereign Financial Group
Connecticut
$420K
Cerity Partners
88
Cerity Partners
New York
$412K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$407K
MWM
90
Meridian Wealth Management
Kentucky
$402K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$390K
CPRC
92
Consolidated Portfolio Review Corp
New York
$364K
Truist Financial
93
Truist Financial
North Carolina
$349K
RWM
94
Revisor Wealth Management
Ohio
$343K
KPWS
95
Kestra Private Wealth Services
Texas
$337K
WPC
96
Wedmont Private Capital
Pennsylvania
$327K
CIAS
97
Capital Investment Advisory Services
North Carolina
$321K
QFW
98
QTR Family Wealth
Florida
$310K
KAS
99
Kestra Advisory Services
Texas
$307K
MWM
100
Mindset Wealth Management
Indiana
$297K